**Essential Duties and Responsibilities** + Receives incoming calls and emails from prospects and external recruiters for potential RJ Advisors. + Determines qualifications for each business model. + Determines the appropriate business model to make referrals. + Logs results into RJ Advisor Recruiting (ARC) database for the recruiter/manager. + Receives scheduled call in requests. + Receives incoming requests for information/Web Leads. + Identify protected inbound referrals where follow-up is required. + Send External Recruiter Rebound Referrals, Re-heat Referrals, Rebound Referrals, and Cross Referrals. + Set meetings for recruiters/managers. + Identifies expired inbound and outbound referrals, sends Home office Referrals to Outbound Consultants. + Cultivates relationships with external recruiters. + Cultivates relationship with recruiters/branch managers. + Promotes Referral Rewards. + Performs other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Concepts, practices and procedures of business development in a financial services environment. + Investment concepts, practices and procedures used in the securities industry. + Principles of finance and securities industry operations. + Financial markets and products. **Skill in** + Sourcing and developing sales prospects. + Developing business development strategies. + Maintaining and expanding referral sources. + Answering inbound sales calls and turning them into sales opportunities. + Maintaining relationships with external recruiters. + Effective questioning and listening techniques. + Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases. **Ability to** + Partner with other functional areas to accomplish objectives. + Research, interpret, analyze and apply information about prospects. + Organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives. + Work independently as well as collaboratively within a team environment. **Educational/Previous Experience Requirements** + Bachelor’s Degree from a four year college or university with one (1) year experience in business development or sales within the financial services industry. + OR ~ + An equivalent combination of experience, education, and/or training approved by Human Resources.